Creating groups is one of the first steps to setting up your ChMS for your organization. Groups contain lists of people for membership status, classes, ministry teams, grades, contact lists, services, etc.
Create A Group
- Navigate to Groups in the left sidebar (The name "Groups" may differ if terminology was changed in Settings
> Terminology).
- Click the Add tab at the top.
- Give the group a name. Orient the name to a function or task, such as 'Directory,' 'Members,' 'Members—Moved Away,' etc.
Pro-Tip: Plan a group naming scheme that aligns with your group types and ministry goals. This will provide a clear structure for future groups and improve organization. To help you get started, see 7 group types every church should use.
- Assign a group leader (optional).
- List a brief description (optional - ex. Woman's Wednesday Morning Bible Study).
- Enter address information (optional - this will display in the Group Finder).
- Toggle on Group Meet Time and set a day and time (optional - Day/Time can determine when a group appears for Check-In and displays in the Group Finder).
- Expand Properties and Settings and assign Group Properties using the Properties Search field (optional).
What are Group Properties? As you add more groups, you can 'tag' each with a Property such as age group, type of gathering, event type, etc. You can filter by property for viewing, reporting, mass communication, and more! Moreover, Group Properties can also be saved as Group Views for repeated use. In short, group properties simplify your ministry tasks. Learn more about Group Properties!
- Click Save to complete the group creation process.
Pro-Tip: Simplify creating new groups by cloning an existing one (including its settings and members!) See How to Copy (clone) a Group.
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